Charlotte Financial Group
(704) 362-6787
2101 Rexford Road Suite 150E, Charlotte, North Carolina, 28211
About us
Charlotte Financial Group is a team of caring financial professionals who advocate for clients using a wealth of knowledge and over 50 years of experience. We educate families and business owners of innovative, personalized strategies to build trusting and long-term relationships. By using extensive fact-finding and dreams based strategies, CFG looks to impact communities by helping clients think differently about their money in the areas of wealth preservation/distribution, wealth accumulation, and risk management.